New Vernon Investment Management

New Vernon Investment Management as of Dec. 31, 2010

Portfolio Holdings for New Vernon Investment Management

New Vernon Investment Management holds 21 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Financial Select Sector SPDR (XLF) 16.9 $14M 900k 15.95
Devon Energy Corporation (DVN) 13.8 $12M 150k 78.51
Technology SPDR (XLK) 8.3 $7.1M 280k 25.19
Emulex Corporation 8.2 $7.0M 600k 11.66
Northern Oil & Gas 6.4 $5.4M 200k 27.21
Acme Packet 6.2 $5.3M 100k 53.16
Netflix (NFLX) 6.2 $5.3M 30k 175.70
SanDisk Corporation 5.8 $5.0M 100k 49.86
Alpha Natural Resources 4.9 $4.2M 70k 60.03
OpenTable 4.1 $3.5M 50k 70.48
Constant Contact 3.6 $3.1M 100k 30.99
Aruba Networks 2.5 $2.1M 100k 20.88
Dillard's (DDS) 2.2 $1.9M 50k 37.94
LSI Corporation 2.1 $1.8M 300k 5.99
Dryships/drys 1.9 $1.6M 300k 5.49
Novagold Resources Inc Cad (NG) 1.7 $1.4M 100k 14.27
Simpson Manufacturing (SSD) 1.6 $1.4M 45k 30.91
Arrow Electronics (ARW) 1.5 $1.2M 36k 34.26
Westport Innovations 1.1 $926k 50k 18.52
Synovus Financial 0.5 $394k 149k 2.64
Hercules Offshore 0.4 $348k 100k 3.48